Head-to-head
Compare up to 5 funds side-by-side.
Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.
1/5
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
elssDirect
Principal Tax Savings Fund Direct Plan - Half Yearly Income Distribution CUM Capital Withdrawal Option
3Y ago₹1.62 L
5Y ago—
Every metric, side-by-side
marks the winner per row.
| Metric | Principal Tax Savings Fund Dire… |
|---|---|
| Fund house | Principal Mutual Fund |
| Category | Equity Scheme - ELSS |
| Plan | Direct |
| Latest NAV | ₹338.54 |
| Assets managed (AUM) | — |
| 1M return | 0.78% |
| 6M return | 11.32% |
| 1Y return | 31.53% |
| 3Y CAGR | 17.53% |
| 5Y CAGR | — |
| Since inception CAGR | 12.28% |
| Bumpiness · 3Y (annualised σ) | 20.87 |
| Worst drop ever | -40.49% |
| Sharpe · 3Y (rf=6%) | 0.50 |